Data & Analytics Premium: Rubick's subtle shift Rubrik is moving from data security to data access layer. Next-gen Security RBRK SNOW NET PANW ZS CRWD DDOG AMZN GOOG MSFT Databricks CFLT
AI/ML Premium: NVIDIA's software moves Product announcements over the summer focused on AI agents and sovereign AI. NVDA SNOW Databricks AMZN GOOG MSFT NET
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Next-gen Security Premium: Vaulting to success A deep dive into CyberArk. CYBR OKTA CRWD S ZS NET PANW RBRK
Next-gen Security Premium: Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup. CYBR OKTA MSFT CRWD ZS PANW S Wiz NET RBRK
Behind the Scenes Premium: Introspection What's coming over the next few months. NET IOT SNOW NVDA CRWD MNDY CYBR AXON APP Databricks
Next-gen Security Premium: SIEM moves The SIEM market is seeing a death by a thousand cuts. CRWD PANW S MSFT GOOG AMZN DDOG FTNT ESTC NET ZS SNOW AI/ML
Next-gen Security Premium: CNAPP moves Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz. CRWD PANW ZS S Wiz NET DDOG
Next-gen Security Premium: Security shifts A look at the XDR, CNAPP, and SIEM landscapes. CRWD S MSFT PANW ZS DDOG FTNT Netskope Wiz NET
Next-gen Security Premium: Eyes on Falcon A look at CrowdStrike after Fal.con and IR day. CRWD PANW S NET NVDA ZS DDOG Wiz
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Earnings Premium: Unclouded view A look at CrowdStrike's Q4 and recent acquisitions & moves. CRWD PANW ZS S NET DDOG MSFT GOOG NVDA
Next-gen Security Premium: Microsoft wants to be your security copilot Microsoft is bundling security and driving it with AI. MSFT CRWD S PANW NET ZS OKTA DDOG GTLB